The Community Foundation of Northern Colorado is hosting a meeting for our Professional Advisors Council, both for members and for those who are interested in learning more about the Foundation and this program. We’ll hear from Kristin Todd, president and CEO of the Community Foundation of Northern Colorado, who will provide an update on the Foundation, and Kristin Pineiro, director of wealth management at First Western Trust, who will talk about charitable planning techniques in a rising interest rate environment.
Professional Advisors Council Meeting
Monday, February 28, 2022
11:30 a.m. – 1:00 p.m.
Lunch for in-person attendees
Presentation begins at 11:45
Kristin Pineiro is the Director of Wealth Planning at First Western Trust. In this role, Kristin manages and executes customized wealth planning analysis and development for clients in collaboration with their other trusted advisors. Prior to joining First Western, she was a practicing attorney in the Trust & Estate field in Denver for more than 20 years. While in private practice, Kristin counseled closely held businesses and high net-worth individuals with respect to legal and tax planning strategies for wealth transfer and preservation, business succession, probate and trust administration.
OPTIONS FOR ATTENDING:
In-person: The in-person event will take place at the Foundation at 4745 Wheaton Drive, Suite 100, Fort Collins, and will include lunch. There is no cost to attend or participate, but RSVPs are required for those attending in person. Please register by Friday, February 25.
Virtual: We will also stream this presentation live via Zoom. You will receive the Zoom link upon registration. Note: the presentation will start promptly at 11:45 a.m.